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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2500 Regency Parkway, Cary, NC 27518-8549 • United States
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 04/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-100005|OrgNmn:Escape the Pitts|Org Addr:Raleigh,North Caro,US|OBA Nature:Self Publishing Author|Invst Rel:N|Title:Partner|Duties:None|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-05 |
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